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9781032799414

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“This book is a well written textbook that brings together all the essential components of financial planning in one place. It can also serve as a reference book for many to use at a later date when going through different stages of life as each life stage presents different needs and challenges.” — Dr Pushpa Wood ONZM, Director Westpac Massey Financial Education and Research Centre, Massey University, New Zealand.

Author Information

Lien Luu is an Associate Professor and Curriculum Lead in Finance at Coventry Business School. She is a Certified Financial Planner and a Chartered Fellow of the Personal Finance Society and Chartered Institute for Securities and Investment (CISI). Jonquil Lowe is a Senior Lecturer in Economics and Personal Finance at The Open University. She has previously worked as an investment analyst and head of the Money Research Group at Which? Jason Butler is Head of Financial Education at Salary Finance, columnist and podcaster and spent 25 years as a financial adviser. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and the Personal Finance Society.

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